BWA
BDO Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $114K | Buy |
497
+1
| +0.2% | +$230 | 0.01% | 324 |
|
|
2023
Q1 | $107K | Buy |
496
+1
| +0.2% | +$216 | 0.01% | 314 |
|
|
2022
Q4 | $99.3K | Buy |
495
+1
| +0.2% | +$201 | 0.01% | 334 |
|
|
2022
Q3 | $96K | Buy |
494
+1
| +0.2% | +$194 | 0.01% | 329 |
|
|
2022
Q2 | $97K | Buy |
493
+1
| +0.2% | +$197 | 0.01% | 329 |
|
|
2022
Q1 | $122K | Sell |
492
-50
| -9% | -$12.4K | 0.01% | 318 |
|
|
2021
Q4 | $153K | Hold |
542
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $152K | Buy |
542
+1
| +0.2% | +$280 | 0.02% | 314 |
|
|
2021
Q2 | $157K | Hold |
541
| – | – | 0.02% | 323 |
|
|
2021
Q1 | $149K | Hold |
541
| – | – | 0.02% | 321 |
|
|
2020
Q4 | $145K | Buy |
541
+2
| +0.4% | +$536 | 0.02% | 259 |
|
|
2020
Q3 | $116K | Hold |
539
| – | – | 0.02% | 261 |
|
|
2020
Q2 | $108K | Sell |
539
-15
| -3% | -$3.01K | 0.02% | 269 |
|
|
2020
Q1 | $83K | Sell |
554
-34
| -6% | -$5.09K | 0.02% | 288 |
|
|
2019
Q4 | $117K | Buy |
588
+14
| +2% | +$2.79K | 0.03% | 234 |
|
|
2019
Q3 | $105K | Buy |
574
+1
| +0.2% | +$183 | 0.03% | 248 |
|
|
2019
Q2 | $107K | Buy |
573
+39
| +7% | +$7.28K | 0.03% | 237 |
|
|
2019
Q1 | $96K | Hold |
534
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $80K | Buy |
534
+2
| +0.4% | +$300 | 0.03% | 223 |
|
|
2018
Q3 | $100K | Hold |
532
| – | – | 0.03% | 217 |
|
|
2018
Q2 | $94K | Buy |
532
+1
| +0.2% | +$177 | 0.03% | 219 |
|
|
2018
Q1 | $87K | Buy |
+531
| New | +$87K | 0.03% | 194 |
|
|
2017
Q3 | – | Sell |
-528
| Closed | -$77K | – | 551 |
|
|
2017
Q2 | $77K | Buy |
+528
| New | +$77K | 0.03% | 192 |
|